Andres Antonio Castro
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2024 to now
- JP Morgan ChaseFeb 2024 to Mar 2024
- Fidelity InvestmentJan 2023 to Jan 2024
- Fidelity InvestmentsJan 2022 to Jan 2024
- Onemain FinancialJan 2021 to Jan 2022
- UnemployedNov 2020 to Jan 2021
- NordstromSep 2020 to Nov 2020
- UnemployedMay 2020 to Sep 2020
- Uc Merced Dining ServicesAug 2017 to May 2020
- 109th Street Recreation CenterMay 2017 to May 2020
- Los Angeles Parks & RecreationMay 2017 to May 2020
- UnemployedJan 2014 to Apr 2017
- Full Time Education Ms/hs/ucJan 2012 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7495917
- Firm CRD
- 104555